KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.31B
AUM
$5.31B
AUM Growth
+$174M
Cap. Flow
+$388M
Cap. Flow %
7.32%
Top 10 Hldgs %
22.97%
Holding
1,204
New
106
Increased
454
Reduced
478
Closed
118

Top Buys

1
$110M
2
$38M
3
$36.5M
4
$36.4M
5
$34.4M

Top Sells

1
$47.9M
2
$31.3M
3
$30.8M
4
$29.2M
5
$26.9M

Sector Composition

1Technology12.02%
2Consumer Discretionary5.58%
3Financials5.17%
4Healthcare4.8%
5Communication Services3.94%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$3.35M0.06%55,296
-3,607
-6%
-$219K
$3.34M0.06%79,139
+74,808
+1,727%
+$3.16M
$3.32M0.06%36,093
+1,731
+5%
+$159K
$3.31M0.06%46,382
-9
-0%
-$642
$3.3M0.06%80,572 New
+$3.3M
$3.25M0.06%51,042
+13,835
+37%
+$881K
$3.22M0.06%50,301
+4,141
+9%
+$265K
$3.2M0.06%20,167
-16,898
-46%
-$2.68M
$3.18M0.06%14,362
-1,258
-8%
-$279K
$3.17M0.06%96,114 New
+$3.17M
$3.17M0.06%59,392
+51,250
+629%
+$2.73M
$3.17M0.06%18,007
-79
-0.4%
-$13.9K
$3.14M0.06%70,436
-15,287
-18%
-$682K
$3.13M0.06%43,807 New
+$3.13M
$3.13M0.06%29,783
+2,770
+10%
+$291K
$3.08M0.06%43,796
+36,714
+518%
+$2.59M
$3.06M0.06%67,038
+12,029
+22%
+$549K
$3.04M0.06%31,832
+5,435
+21%
+$519K
$3.04M0.06%132,812
-18,021
-12%
-$412K
$3.03M0.06%657
-1,227
-65%
-$5.66M
$3M0.06%100,706 New
+$3M
$2.97M0.06%17,143
+2,065
+14%
+$358K
$2.95M0.06%37,946 New
+$2.95M
$2.94M0.06%26,860
-266,429
-91%
-$29.2M
$2.92M0.06%57,738
+13,852
+32%
+$702K
1 101112131449